Diegelman Capital Advisors (DCA) provides ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. DCA creates an Investment Policy Statement for each client. DCA also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debit/credit planning. DCA generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds or commodities.
Assets Under Management$5.1M
Clients24
Advisors1
Avg. per Client$210K
Avg. per Advisor$5.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...